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LPL Financial

757 hedge funds and large institutions have $26.1B invested in LPL Financial in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 276 increasing their positions, 270 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $74.1M | Put options by funds: $54.2M

2% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 270

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

1.1% less ownership

Funds ownership: 99.37%98.27% (-1.1%)

5% less funds holding

Funds holding: 800757 (-43)

12% less capital invested

Capital invested by funds: $29.7B → $26.1B (-$3.62B)

28% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 112

Holders
757
Holders Change
-43
Holders Change %
-5.38%
% of All Funds
9.94%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
81
Increased
276
Reduced
270
Closed
112
Calls
$74.1M
Puts
$54.2M
Net Calls
+$20M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
176
Teacher Retirement System of Texas
Texas
$7.19M -$597K -1,648 -7%
Handelsbanken Fonder
177
Handelsbanken Fonder
Sweden
$7.18M +$689K +1,900 +10%
US Bancorp
178
US Bancorp
Minnesota
$6.83M -$8.34K -23 -0.1%
BBP
179
Banco BTG Pactual
Brazil
$6.81M +$1.44M +3,964 +24%
WAG
180
Winthrop Advisory Group
Massachusetts
$6.75M -$27.2K -75 -0.4%
ACM
181
Argent Capital Management
Missouri
$6.4M +$7.97K +22 +0.1%
2
182
2Xideas
Switzerland
$6.34M -$133K -368 -2%
Cetera Investment Advisers
183
Cetera Investment Advisers
Illinois
$6.32M -$30.8K -85 -0.4%
SA
184
Sanctuary Advisors
Indiana
$6.29M -$242K -667 -3%
MML Investors Services
185
MML Investors Services
Massachusetts
$6.17M -$793K -2,188 -11%
WTC
186
WhitTier Trust Company
Nevada
$6.11M +$2.02M +5,572 +40%
ERIC
187
Eagle Rock Investment Company
Georgia
$5.97M -$33K -91 -0.5%
II
188
IFM Investors
Australia
$5.92M
SGA
189
Strategic Global Advisors
California
$5.85M -$93.9K -259 -1%
FAF
190
Första AP-fonden
Sweden
$5.79M +$362K +1,000 +6%
AI
191
Atria Investments
North Carolina
$5.78M -$996K -2,748 -14%
Skandinaviska Enskilda Banken (SEB)
192
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.7M -$127K -350 -2%
X
193
Xponance
Pennsylvania
$5.62M +$221K +609 +4%
SCM
194
SCS Capital Management
Massachusetts
$5.38M
SO
195
STRS Ohio
Ohio
$5.36M -$10.2M -28,234 -64%
Primecap Management
196
Primecap Management
California
$5.32M
FAF
197
Fjarde Ap-fonden
Sweden
$5.29M -$399K -1,100 -6%
SMDAM
198
Sumitomo Mitsui DS Asset Management
Japan
$5.24M +$9.42K +26 +0.2%
OSAM
199
O'Shaughnessy Asset Management
Connecticut
$5.02M +$167K +462 +3%
DnB Asset Management
200
DnB Asset Management
Norway
$5.02M +$264K +729 +5%

LPLA Hedge Fund Activity: Q3 2025 in Review

757 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q3 2025, worth a combined $26.1B — down 12% from $29.7B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of LPLA and 81 opened new positions — a net loss of 31 holders — while 270 trimmed existing stakes and 276 added.

The largest buyer was Capital World Investors, adding an estimated $947M. The largest seller was Fidelity Investments, cutting an estimated $483M.

  • 757 institutional investors held LPL Financial (LPLA) as of Q3 2025, down from 800 in Q2 2025.
  • Funds reported $26.1B of LPL Financial stock for Q3 2025, down 12% quarter-over-quarter.
  • 81 funds opened new LPL Financial positions in Q3 2025 and 112 closed out, a net change of -31 holders.
  • The largest LPL Financial buyer in Q3 2025 was Capital World Investors, an estimated $947M added.
  • The largest LPL Financial seller in Q3 2025 was Fidelity Investments, an estimated $483M sold.

Based on aggregated 13F filings for Q3 2025.